DIS vs HON: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
HON |
| Current Price |
$103.49 |
$212.55 |
| Fair Value Estimate |
$136.94 |
$194.50 |
| Upside to Fair Value |
+32.3%
|
-8.5%
|
| Market Cap |
$179.7B |
$67.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
7.4x
|
| Price / Sales |
1.8x
|
1.9x
|
| Price / FCF |
21.7x
|
16.4x
|
| Revenue Growth YoY |
+6.8%
|
-6.1%
|
| Gross Margin |
37.6%
|
36.6%
|
| Operating Margin |
16.0%
|
14.1%
|
| Return on Equity |
7.9%
|
41.7%
|
| Dividend Yield |
1.45% |
2.09% |
| FCF Yield |
4.61%
|
6.11%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
Honeywell International Inc. is a 101,000-employee diversified industrial technology and manufacturing conglomerate, led by CEO Vimal Kapur, spanning Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Business quality is solid but not exceptional: the company carries a durable intangible-asset and switching-cost moat in aerospace avion…
Accumulation Zones
| Metric |
DIS |
HON |
| Zone Low |
$102.70 |
$145.88 |
| Zone High |
$116.40 |
$165.32 |
| In Buy Zone? |
Yes
|
No
|